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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,957 | $90,606+40.1% | $79,466+59.8% | $135,379-6.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.95% | 977.69%-984.6pp | 718.28%-725.2pp | 519.79%-526.7pp |
| Employer contribution / active EE | $17,086 | $3,068+456.9% | $2,800+510.1% | $4,779+257.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,792 | $5,895-35.7% | $5,104-25.7% | $10,828-65.0% |